Mosaic Family Wealth Partners, LLC Dimensional ETF Tr U S Target Put Options Transaction History

Mosaic Family Wealth Partners, LLC

$674 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFAT

# of Institutions

668

Shares Held

156M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$797 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$701 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$495 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$415 Million
22.37% of portfolio
Savant Capital, LLC

5.19M
Shares

$292 Million
2.46% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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